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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,598 | $81,504+21.0% | $102,437-3.7% | $80,959+21.8% |
| Participation rate | 80.4% | 66.9%+13.5pp | 74.5%+5.8pp | 67.7%+12.7pp |
| Annual return | 10.97% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $826 | $3,104-73.4% | $3,871-78.7% | $2,757-70.0% |
| Participant deferral / active EE | $4,383 | $3,871+13.2% | $5,060-13.4% | $4,300+1.9% |
| Admin fee / account holder | $1,299 | $6,719-80.7% | $8,388-84.5% | $6,925-81.2% |